PARUS FINANCE (UK) Ltd
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 21, 2026), PARUS FINANCE (UK) Ltd reported 37 stock positions worth $383.1 million. Its top holding was Alphabet Class A (GOOGL) at 12.0% of the portfolio, followed by Nvidia (NVDA, 11.4%) and Micron Technology (MU, 9.4%). Compared with Q1 2026, it opened 1 new position, sold out of 1, added to 6 and reduced 28. The biggest buy was Taiwan Semiconductor-SP ADR (TSM, shares +215%) and the biggest sale Alibaba Group Holding-SP ADR (BABA, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001611519
- Portfolio Value
- $383.1M (Q2 2026)
- SEC Filing
- 0001611519-26-000005 ↗ filed Jul 21, 2026
Holdings Value
Holdings 37 stocks · $383.1M
| GOOGL Alphabet Inc. Class A | 12.00% | 128,691 | $46.0M | Reduce -9.8% |
| NVDA Nvidia Corp. | 11.40% | 218,223 | $43.7M | Reduce -2.9% |
| MU Micron Technology Inc. | 9.37% | 31,113 | $35.9M | Reduce -36.5% |
| META Meta Platforms Inc. Class A | 9.30% | 63,267 | $35.6M | Add +23.0% |
| AVGO Broadcom Inc. | 8.04% | 81,561 | $30.8M | Reduce -11.7% |
| V Visa Inc. Class A | 6.38% | 71,238 | $24.4M | Reduce -1.6% |
| SYF Synchrony Financial | 6.34% | 319,639 | $24.3M | Reduce -1.9% |
| BABA Alibaba Group Holding-SP ADR | 5.10% | 203,764 | $19.6M | Reduce -1.9% |
| ORCL Oracle Corp. | 5.04% | 131,660 | $19.3M | Reduce -2.1% |
| INTC Intel Corp. | 4.66% | 152,810 | $17.9M | Reduce -37.7% |
| UNH Unitedhealth Group Inc. | 2.88% | 26,515 | $11.0M | Reduce -2.0% |
| MSFT Microsoft Corp. | 2.68% | 27,572 | $10.3M | Reduce -5.3% |
| TSM Taiwan Semiconductor-SP ADR | 2.26% | 18,111 | $8.6M | Add +215.2% |
| ADBE Adobe Inc. | 2.08% | 38,873 | $8.0M | Reduce -2.5% |
| PDD PDD Holdings Inc. | 1.84% | 92,479 | $7.1M | Reduce -2.2% |
| CVS CVS Health Corp. | 1.71% | 63,399 | $6.6M | Add +0.9% |
| ADVANCED MICRO DEVICES (AMD 2.125 09/01/26) | 1.47% | 9,701 | $5.6M | Reduce -18.8% |
| ELV Elevance Health Inc. | 1.02% | 10,148 | $3.9M | Reduce -4.9% |
| TCOM Trip.com Group Ltd.-ADR | 0.99% | 95,572 | $3.8M | Reduce -2.1% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.94% | 268,123 | $3.6M | Add +79.4% |
| CI The Cigna Group | 0.90% | 12,556 | $3.5M | Reduce -4.5% |
| CRM Salesforce Inc. | 0.81% | 19,745 | $3.1M | Reduce -2.2% |
| AMAT Applied Materials Inc. | 0.38% | 2,035 | $1.5M | Add +16.8% |
| UBER Uber Technologies Inc. | 0.36% | 19,336 | $1.4M | Reduce -0.5% |
| OXY Occidental Petroleum Corp. | 0.33% | 35,983 | $1.3M | Reduce -75.1% |
| COF Capital One Financial Corp. | 0.29% | 5,565 | $1.1M | Reduce -3.8% |
| VRT Vertiv Holdings Co. Class A | 0.24% | 2,783 | $932K | Reduce -26.2% |
| DOCU Docusign Inc. | 0.23% | 19,950 | $886K | No change |
| PLTR Palantir Technologies Inc. Class A | 0.17% | 5,545 | $647K | No change |
| FLUT Flutter Entertainment PLC-Di | 0.13% | 4,919 | $503K | Reduce -3.8% |
| BKNG Booking Holdings Inc. | 0.12% | 2,597 | $463K | Reduce -3.8% |
| STX Seagate Technology Holdings | 0.12% | 458 | $442K | New |
| XOM Exxon Mobil Corp. | 0.10% | 2,684 | $367K | Reduce -37.9% |
| AMZN Amazon.com Inc. | 0.09% | 1,447 | $345K | Reduce -13.5% |
| WDC Western Digital Corp. | 0.08% | 509 | $325K | Reduce -75.0% |
| NOW ServiceNow Inc. | 0.07% | 2,883 | $286K | Add +48.0% |
| SNDK Sandisk Corp. | 0.04% | 75 | $171K | Reduce -92.8% |
Portfolio Sells Q1 2026 → Q2 2026
| BABA Alibaba Group Holding-SP ADR | Reduce -1.9% | 5.10% | −2.69 |
| OXY Occidental Petroleum Corp. | Reduce -75.1% | 0.33% | −1.85 |
| PDD PDD Holdings Inc. | Reduce -2.2% | 1.84% | −1.05 |
| ORCL Oracle Corp. | Reduce -2.1% | 5.04% | −0.88 |
| ADBE Adobe Inc. | Reduce -2.5% | 2.08% | −0.82 |
| MSFT Microsoft Corp. | Reduce -5.3% | 2.68% | −0.54 |
| AVGO Broadcom Inc. | Reduce -11.7% | 8.04% | −0.51 |
| TCOM Trip.com Group Ltd.-ADR | Reduce -2.1% | 0.99% | −0.46 |
| CRM Salesforce Inc. | Reduce -2.2% | 0.81% | −0.32 |
| NVDA Nvidia Corp. | Reduce -2.9% | 11.40% | −0.32 |
| SYF Synchrony Financial | Reduce -1.9% | 6.34% | −0.28 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.26 |
| GOOGL Alphabet Inc. Class A | Reduce -9.8% | 12.00% | −0.26 |
| V Visa Inc. Class A | Reduce -1.6% | 6.38% | −0.16 |
| SNDK Sandisk Corp. | Reduce -92.8% | 0.04% | −0.15 |
| CI The Cigna Group | Reduce -4.5% | 0.90% | −0.14 |
| XOM Exxon Mobil Corp. | Reduce -37.9% | 0.10% | −0.12 |
| WDC Western Digital Corp. | Reduce -75.0% | 0.08% | −0.08 |
| UBER Uber Technologies Inc. | Reduce -0.5% | 0.36% | −0.05 |
| VRT Vertiv Holdings Co. Class A | Reduce -26.2% | 0.24% | −0.04 |
| FLUT Flutter Entertainment PLC-Di | Reduce -3.8% | 0.13% | −0.02 |
| COF Capital One Financial Corp. | Reduce -3.8% | 0.29% | −0.02 |
| BKNG Booking Holdings Inc. | Reduce -3.8% | 0.12% | −0.02 |
| AMZN Amazon.com Inc. | Reduce -13.5% | 0.09% | −0.01 |
| ELV Elevance Health Inc. | Reduce -4.9% | 1.02% | +0.09 |
| UNH Unitedhealth Group Inc. | Reduce -2.0% | 2.88% | +0.69 |
| ADVANCED MICRO DEVICES (AMD 2.125 09/01/26) | Reduce -18.8% | 1.47% | +0.74 |
| INTC Intel Corp. | Reduce -37.7% | 4.66% | +2.07 |
| MU Micron Technology Inc. | Reduce -36.5% | 9.37% | +4.42 |
Portfolio Buys Q1 2026 → Q2 2026
| TSM Taiwan Semiconductor-SP ADR | Add +215.2% | 2.26% | +1.68 |
| META Meta Platforms Inc. Class A | Add +23.0% | 9.30% | +0.50 |
| CVS CVS Health Corp. | Add +0.9% | 1.71% | +0.36 |
| NU Nu Holdings Ltd./Cayman Isl-A | Add +79.4% | 0.94% | +0.29 |
| AMAT Applied Materials Inc. | Add +16.8% | 0.38% | +0.21 |
| STX Seagate Technology Holdings | New | 0.12% | +0.12 |
| NOW ServiceNow Inc. | Add +48.0% | 0.07% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 37 | $383.1M | GOOGL, NVDA, MU, META, AVGO |
| Q1 2026 | 37 | $334.5M | GOOGL, NVDA, META, AVGO, BABA |
| Q4 2025 | 34 | $380.5M | GOOGL, NVDA, META, AVGO, BABA |
| Q3 2025 | 30 | $380.8M | NVDA, GOOGL, BABA, META, V |
| Q2 2025 | 32 | $349.7M | NVDA, META, V, GOOGL, AVGO |
| Q1 2025 | 32 | $292.9M | V, NVDA, GOOGL, META, BABA |
| Q4 2024 | 34 | $319.0M | NVDA, META, GOOGL, V, PDD |
| Q3 2024 | 32 | $310.9M | NVDA, META, GOOGL, PDD, V |
| Q2 2024 | 36 | $345.8M | NVDA, GOOGL, META, V, PDD |
| Q1 2024 | 34 | $265.5M | NVDA, META, OXY, MSFT, GOOGL |